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Financial Planning and Wealth Strategies for Individuals, Families, and Business Owners in Grand Rapids

We Do Not Offer Isolated Financial Advisor Services. We Integrate a Comprehensive Suite of Services for Grand Rapids

Embark is proud to serve the entire Grand Rapids area with clients in Grand Rapids and surrounding cities.

We are a team of financial and wealth management professionals in Grand Rapids working with people just like you – smart individuals and business owners seeking financial advice in their best interest and allowing them to create a strong impact on their families and community. With Grand Rapids home to many financial advisory firms, Embark takes a sophisticated approach to wealth creation by focusing on six core values.

When it comes to a financial and investment plan, we have one objective in common for our Grand Rapids clients – bring financial confidence to enjoy financial independence and live the life you want. We strive to surround each client with a team who is in your corner working to help adjust to obstacles, pursue financial goals, manage and preserve wealth. Simply put, we strive to be our clients’ trusted advisor in Grand Rapids.